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Understanding the Student Debt Relief Plan with Client Action Plan
2
1 NAPFA CE
1 CFP® CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Understanding the Student Debt Relief Plan with Client Action Plan
Multiple Credits
$0.00 - $39.00
Roles and Responsibilities of a Trustee
2
1 NAPFA CE
1 CFP® CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Roles and Responsibilities of a Trustee
Multiple Credits
$39.00 - $59.00
Brand Building, and Conversation Starters for Successors
On-Demand
1 NAPFA CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Brand Building, and Conversation Starters for Successors
1 NAPFA CE
$39.00 - $59.00
Portfolio Strategy or Parlor Trick: The Efficacy of Tax-Loss Harvesting
Oct 11, 2022 3:00 PM - 4:00 PM EST
1 NAPFA CE
1 CFP® CE
1 EA CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Portfolio Strategy or Parlor Trick: The Efficacy of Tax-Loss Harvesting
Multiple Credits
$0.00 - $39.00
Top Regulatory Updates So You Can Sleep At Night
On-Demand
1 NAPFA CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Top Regulatory Updates So You Can Sleep At Night
1 NAPFA CE
$0.00 - $39.00
Decumulation Diversification
Oct 27, 2022 3:00 PM - 4:00 PM EST
1 NAPFA CE
1 CFP® CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Decumulation Diversification
Multiple Credits
$0.00 - $39.00
Master Class #3: Custom Content, Session #1: The What
On-Demand
1 NAPFA CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Master Class #3: Custom Content, Session #1: The What
1 NAPFA CE
$0.00 - $39.00
A Planner’s Path to Management and Ownership
On-Demand
1 NAPFA CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
A Planner’s Path to Management and Ownership
1 NAPFA CE
$39.00 - $59.00
Areas to Diversify – Other than a Portfolio
2
1 NAPFA CE
1 CFP® CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Areas to Diversify – Other than a Portfolio
Multiple Credits
$0.00 - $39.00
Employer Stock Equity - Options & Tax Implications
2
1 NAPFA CE
1 CFP® CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Employer Stock Equity - Options & Tax Implications
Multiple Credits
$39.00 - $59.00
Helping Clients Plan for Higher Education Expenses - 2022
Oct 06, 2022 3:00 PM - 4:00 PM EST
1 NAPFA CE
1 CFP® CE
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
Helping Clients Plan for Higher Education Expenses - 2022
Multiple Credits
Free
Old Insurance Policies: Should They Stay, or Should They Go?
Oct 12, 2022 3:00 PM - 4:00 PM EST
1 NAPFA CE
1 CFP® CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Old Insurance Policies: Should They Stay, or Should They Go?
Multiple Credits
$39.00 - $59.00
Student Loan State of the Union
2
1 NAPFA CE
1 CFP® CE
Free
Learning Activity Title
Learning Activity Title
Learning Activity Title
Student Loan State of the Union
Multiple Credits
Free
Money Scripts 2.0
2
1.5 NAPFA CE
1.5 CFP® CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Money Scripts 2.0
Multiple Credits
$39.00 - $59.00
Authentic and Effective Leadership Perspectives
Oct 13, 2022 3:00 PM - 4:00 PM EST
1 NAPFA CE
1 NASBA CPE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Authentic and Effective Leadership Perspectives
Multiple Credits
$39.00 - $59.00
Master Class #2: Push Strategies, Session #3: The Feedback
On-Demand
1.5 NAPFA CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Master Class #2: Push Strategies, Session #3: The Feedback
1.5 NAPFA CE
$0.00 - $39.00
What Compliance Means for You and Your Firm
On-Demand
1.5 NAPFA CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
What Compliance Means for You and Your Firm
1.5 NAPFA CE
$39.00 - $59.00
Career Planning for High School Students: Ensuring Long-Term Financial Wellness & Happiness
2
1 NAPFA CE
1 CFP® CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Career Planning for High School Students: Ensuring Long-Term Financial Wellness & Happiness
Multiple Credits
$0.00 - $39.00
Key Trust Types Your Clients Should Consider
On-Demand
1 NAPFA CE
$39.00 - $59.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Key Trust Types Your Clients Should Consider
1 NAPFA CE
$39.00 - $59.00
A Proactive Approach to Long-Term Care Planning
2
1 NAPFA CE
1 CFP® CE
$0.00 - $39.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
A Proactive Approach to Long-Term Care Planning
Multiple Credits
$0.00 - $39.00
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